Review a pre-assessment and record the outcome

Step by step

1. 1

   Press Send for review on the case

   On the case's Pre-assessment tab choose Send for review. The case appears in the practitioner's review queue with the form, its photos and documents.

2. 2

   Choose the practitioner and the form

   The Practitioner list shows team members who can perform reviews. The latest sent form goes with the case unless you choose another under Form to look at.

3. 3

   Say what to look at

   Optionally write what you need the practitioner's view on in What to look at, and send. The practitioner is notified.

4. 4

   The practitioner opens the queue

   The practitioner goes to Reviews in the left menu. Cases sent to them wait under Waiting; Review opens one. It appears there even if the case is not otherwise theirs.

5. 5

   Read the form and the files

   The practitioner reads the answers, photos and documents. Files open through short-lived secure links, and the activity log records who opened which file.

6. 6

   Record the outcome

   They choose Suitable, Needs more information or Not suitable, write a Comment for the team, for example what the quote should include or what information is missing, and press Save the outcome.

7. 7

   The outcome comes back

   The person who asked is notified; the outcome shows on the case timeline and the Pre-assessment tab. Decided reviews stay under Decided.

Common questions